… allowing you to choose how you’d like to work with your financial advisor.

Our typical clients face questions or concerns and realize that they can’t have all things financial with their limited time and expertise. They understand that they may not have the will; the skill or the time to complete and maintain their "financial house”.

Do you have a specific concern?

Would you like a financial review?

Do you want to be organized and prepared for your future?

For Situational Clients [+]

Interested in guidance for a specific financial issue? Situational Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

Investing strategy (one-time)

Life insurance

Long Term Care

Disability protection

Estate settlement assistance

Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately, as requested or recommended.

Investment Management and Financial Planning services are available separately.

For Investor Clients [+]

Do you seek professional knowledge, expertise and support to align their investment strategy with their financial goals?

Investor clients see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis, and selection as a way to accomplish investment objectives while freeing up valued personal time.

Clients experience support and communication as it relates to investment management.

Important to this process is a qualitative discussion regarding client risk parameters. We follow a regular cycle to implement and monitor our client investments and their progress.

For Planner Clients [+]

Would you like guidance and understanding how to create your “financial picture” and how this picture completes your "financial puzzle"? AKA.. Wealth Management Plan

Planner Clients are ready to clarify, simplify, and organize their financial life. They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.

Planner Clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life.

Planner Clients partner with us on an ongoing basis to maintain their financial plan, stay informed, access expertise, and adjust as changes in finances, investment markets, laws, and life occur.

Planner Clients design and implement an integrated financial plan covering selected aspects of their financial life, which can include:

Building, protecting and distributing wealth

Portfolio construction

Asset allocation

Estate planning

Life insurance

Retirement planning

Income solutions

Estate Planning Clients [+]

So what is your estate? Simply put, your estate includes all of the property you own, or any part of property that you have a stake in.

Comprehensive financial planning encompasses your goals while you’re alive as well as your wishes once life ends.

How will Estate Planning benefit you?

Protects you financially, by designating a trusted family member, friend or professional to act on your behalf as your financial agent if you are ever disabled or incapacitated.

Protects your health, by designating a trusted person to act and enable because of a coma or other extreme physical condition to make medical decisions for you.

Saves you money by avoiding the need for expensive court proceedings to appoint a guardian or conservator to care for you or handle your finances.

Gives you reassurance knowing that those who will act on your behalf are trusted persons you have chosen instead of being chosen by a probate judge.

With advanced planning you can plan to protect your assets by owning them through legal entities that offer protection from unexpected lawsuits and catastrophic financial setbacks providing a higher degree of confidence about an uncertain and unknowable future.

The preparation of your Personal Financial Organization Kit stores the important data you want allowing you to integrate all aspects of your finances.

Proactively monitoring your progress through collaboration of other subject matter experts and regular updates of your information can keep you on track and potentially increase the chance of you meeting your expectations and goals.

Employee Benefits / Business Services [+]

Is your goal to save as much as possible from taxes and to protect as much as possible for your retirement? Is attracting and maintaining good employees with employee benefits a concern?

Because of these two very real and important small business concerns, we are dedicated to providing the necessary advice to help business owners get the most out of their benefits for retirement.

We can help by reviewing effective retirement plan design, plan costs and funding options for the following types of plans:

401(k) plans

Safe Harbor 401(k) plans

Profit Sharing Plans

Defined Benefit Plans

SIMPLE’s & SEP’s

Health Insurance Benefits

Next Level Advisors does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts. The information related to estate planning is general in nature and does not constitute tax or legal advice or a solicitation for any such service.